Comprehensive wealth management requires specialized knowledge and seasoned professional judgment. At Cordgrass Capital Advisors, our team brings deep experience across financial planning, investment management and institutional consulting. We collaborate seamlessly with clients’ attorneys and accountants to address complex planning challenges, while striving to ensure that every aspect of their wealth and investment needs are managed with precision and care.

No two organizations are the same. Yours deserves an independent investment consultant who applies an investment process tailored to your needs. We develop investment policies, implement open architecture investment solutions, and, for our advisory clients, provide ongoing monitoring focused on risk management, all crafted with your requirements in mind.

Cordgrass Capital Advisors provides advisory services to both defined contribution and defined benefit retirement plans. For defined benefit plans, our investment and wealth management teams deliver portfolio management and oversight consistent with our broader institutional investment capabilities.  For defined contribution plans, our team offers a comprehensive suite of services—outlined below—designed to support both the plan and the plan sponsor.